Banking, Insurances and Asset Management

Switzerland has more than 200 banks to choose from. There are international players like UBS and Goldman Sachs regional state owned banks like the cantonal banks providing the whole range of products and specialized banks with niche markets they are covering with excellence and experience. 

The same is to be said about the insurance sector. A lot of choice making independent and professional advice is necessary in order to find the best adopted solution.

Accessing Swiss banking services is a crucial step in your relocation. We’ll assist you in opening bank accounts tailored to your needs, making it convenient to manage your finances and transactions. Assuring a comprehensive managementof your currency positions. Navigating currency exchange can impact your financial transactions. We’ll provide insights into the best practices for currency conversion, ensuring that you get the most out of your funds.

Understanding Swiss taxation is essential for financial planning. Our experts will provide comprehensive guidance on taxation laws, helping you optimize your tax strategy while complying with local regulations.

Switzerland offers one of the widest ranges of investment opportunities. Access to national and international organized markets, strictly regulated crypto markets as well as private markets cover every need of investors and investors are able to count on experienced advisors. Whether you’re interested in real estate, stocks, or other assets, we’ll help you explore avenues for potential growth and financial security.

Plan for a secure and comfortable retirement with our specialized retirement planning services. We’ll work with you to create a personalized retirement strategy that aligns with your actual position and your financial aspirations.

• Education & Healthcare
• Social and professional Life